Tuesday, August 18, 2026
10-11:30am Pacific

Money tells a story. In this interactive Leadership Lab, you'll gain a clearer understanding of your current financial reality, identify where you want to go, and develop practical strategies to help you get there.

Understand Your Current Financial Story
Participants will identify where their money is currently going by tracking expenses, analyzing spending patterns, and distinguishing between needs, nice-to-haves, and extras. The goal is to create awareness without judgment and establish a realistic starting point.

Define the Next Chapter
Participants will connect their spending and income to their personal or business goals, creating a vision for where they want their financial story to go. This includes setting meaningful short-, mid-, and long-term goals and aligning financial decisions with their values.

Create Guardrails for the Journey
Participants will learn how to build a flexible budget that supports their goals, use financial data to make informed adjustments, and leverage available resources and tools to stay on track. The focus is on progress, not perfection.

This month's Lab will be facilitated by Rosie Brammer, CPA and Jordyn Sherman, CPA. 

Rosie is the owner of a boutique tax and business consulting practice based in Clackamas, Oregon. She brings a warm, personalized approach to her work, partnering closely with clients as a trusted advisor to help them navigate life transitions, business growth, and tax strategy. Rosie is passionate about understanding her clients’ goals and advocating for their long-term success—offering not just tax expertise, but holistic, thoughtful guidance that brings clarity and confidence to every aspect of their financial picture.

Jordyn is CPA licensed in Oregon. During her accounting career, she has worked as an auditor for a mid-size national firm before making the leap into corporate accounting, holding positions as an internal auditor, and then later becoming a supervisor at a local health insurance company where she developed expertise in GAAP and SSAP reporting. Throughout her career, she has consistently demonstrated the ability to handle complex financial matters and deliver exceptional results in a timely manner. Notable achievements include being selected as a member of the prestigious AICPA Leadership Academy in 2019, which supports her commitment to professional growth.